Licensed Financial Solutions Advisor – Client Growth

Bank of America; Cleveland (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to help clients reach their financial goals through a combination of brokerage products and banking solutions.

You will triage client leads, refer to business partners based on needs and asset thresholds, and meet with clients to review goals and adjust strategies. Training includes required licenses and ongoing regulatory requirements.

Qualifications

• Licensing requirements must be pursued and completed as part of the role.
• Time management and capacity must be self-directed.
• Experience in cultivating client relationships and assessing needs.
• Strong communication and collaboration with peers.
• Demonstrates a results-driven mindset in a fast-paced environment.
• Ability to manage multiple tasks simultaneously and learn new tech.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs.
• Identify and engage potential new clients through referrals.

Skills

Licensing aptitude

Time management

Client relationship building

Communication & collaboration

Results-driven mindset

Multitasking

Tech adaptability

Education

Bachelor’s degree

High School Diploma / GED

FINRA SIE (optional/desired)

Job description

Bank of America is seeking a client-focused financial advisor to help clients reach their financial goals through a combination of brokerage products and banking solutions.

You will triage client leads, refer to business partners based on needs and asset thresholds, and meet with clients to review goals and adjust strategies. Training includes required licenses and ongoing regulatory requirements.